Keep Clientary project details aligned with sheet updates
Capture a project change once in your sheet and have Notis update the identified Clientary project.
Trigger
Cell Range Values Changed
Triggers when values in a specified A1 range change in Google Sheets. This trigger monitors a specific cell or range of cells and fires when any values change.
Action
Update Project
Tool to update an existing project in Clientary with partial or complete field modifications. Use when you need to modify project details such as name, rate, description, budget, status, or other project attributes. All fields except ID are optional - only provided fields will be updated.
Why this helps
Project rates, budgets, and statuses can drift when the spreadsheet gets updated but the project record does not.
- Carry stated project revisions into Clientary.
- Reduce repeated checks for changes to project terms.
- Keep the update scoped to the project identified by the sheet.
Setup
Build it in a few focused steps.
- 1Connect Google Sheets and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis: When this project range changes, identify the Clientary project and update only the supplied revised project details; report unclear project matches.
- 4Pick Cell Range Values Changed and select the project information range.
- 5Choose a report channel and test with one real project change.
Questions about this workflow
Which project details can be updated?
The action can update project details such as name, rate, description, budget, and status when the revised values are supplied.
Can it calculate a new rate or budget?
It can reason over available inputs, but a new value or calculation rule must be supplied in the row or instruction.
What if the sheet does not identify a unique project?
Tell Notis to report the ambiguous change for review instead of updating an uncertain project.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Sheets to Clientary. A trigger fires from one place; an action lands in another.
Google Sheets triggers
Clientary actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Tool to create a new client record in Clientary. Use when you need to add a new client to the system with company details and contact information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Tool to create a new contact within a specified client. Use when you need to add a contact to a client account with name and email as required fields.
Aggregate Metric Changed
Triggers when an aggregate metric (SUM/COUNT/AVG/MIN/MAX) changes in a Google Sheets spreadsheet. This trigger monitors an aggregate calculation on a target column (optionally filtered by a search column/value) and fires when the calculated result changes.
Create Expense
Tool to create a new expense record in Clientary to track expenditures within your account. Use when you need to record expenses, optionally assigning them to specific clients or projects. Requires an amount field.
Cell Range Values Changed
Triggers when values in a specified A1 range change in Google Sheets. This trigger monitors a specific cell or range of cells and fires when any values change.
Create Lead
Tool to create a new lead record in Clientary. Use when you need to add a new lead to the system with company details and contact information.
Conditional Format Rule Changed
Triggers when conditional formatting rules change in a Google Spreadsheet. Detects when rules are added, updated, or removed. Uses snapshot-based diffing to detect changes between polls.
Create Project
Tool to create a new project in Clientary with name and rate. Use when you need to set up a new project for tracking time, expenses, or managing client work.
Data Validation Rule Changed
Triggers when data validation rules change (added/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
Create Task
Tool to create a new task in Clientary. Use when you need to create a task with a title, optionally associating it with a project and assignee.
Developer Metadata Changed
Triggers when developer metadata entries change (new/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
Delete Client
Tool to remove a client and all associated projects, invoices, estimates, and contacts. Use when you need to permanently delete a client from Clientary. WARNING: Deletions are permanent and not reversible.
Filtered Range Values Changed
Polling trigger that monitors Google Sheets filtered ranges for value changes. Uses snapshot-based diffing to detect when values matching a data filter change. Emits the matched values when changes are detected.
Delete Lead
Tool to permanently delete a lead and all associated Estimates and Contacts. Use when you need to remove a lead that is no longer needed. Warning: This action is irreversible.
Connect any two apps with Notis in the middle.
Google Sheets and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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